LONDON (ShareCast) - For investors new to GKN, the good news is that the experts expect more from the stock in the second half. Yes, there is likely to be softening, especially in the group's civil aerospace division, but on a price earnings ratio of just 7 times for the year, as well as a 6.7 per cent dividend yield, investors should be tempted to take a punt. Buy, recommends the Independent.

At 63¾p, Spirent trades at 11 times current-year forecasts, reasonable for a highly cash-generative company – it unveiled an additional £50 million capital return yesterday – that is producing double-digit earnings growth. Buy on weakness, recommends the Times.

Carpetright shares rallied by 5pc yesterday on the back of the update. But at 595.5p they are still well below the £10-£13 they traded at over much of 2006 and 2007. On just 10 times this year's earnings, and yielding 8.7pc (albeit potentially under threat) the shares look cheap. Buy, says the Telegraph

Tempus recommended taking profits last December at £18.93. However, even though, at £15.42, the premium to the sector has sharply narrowed, to ten times 2008 earnings, there will be better times to buy Standard Chartered, says the Times.

Alongside Paternoster, L&G is increasingly dominant in pension buyouts, a market that should produce at least £10 billion of industry-wide business each year for the foreseeable future. However, given L&G’s exposure to a weakening economy and yesterday’s strong advance, there is little incentive to chase the shares at 108p. Avoid, says the Times. The Independent says hold.

Telegraph’s Questor is not so sure about Rotork. While undoubtedly a sound business, the upside for the shares from these levels seems limited and investors looking for growth would do better to look elsewhere, it says. The Independent says investors would do well to wait. Hold.

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